CRM - How to add contact fields to the Opportunity

It is possible to enter all Lead information in the section Contacts, according to your needs and customizations. Each funnel allows this process to be carried out differently.

See below the step-by-step to enter the data:

1. Access your CRM: Through “Find Services”. Or just type the name, and the feature appears.

CONCLUSION: Use the customization of the Contacts allows adapting Lead information according to the needs of each funnel and service strategy. With this, your team gains more agility, organization and efficiency in contact management, providing an experience more aligned with business objectives.